Morgan Stanley
47yrs
Top advisor by experience in Clayton
13yrs
David Willis
Financial advisor at &partners
David Willis is a fiduciary financial advisor in Clayton, Missouri, with 13 years in the industry. After a year at Wells Fargo Advisors and five years at J.P. Morgan Securities, David joined &partners in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and subscription fees.
One of 615 advisors with offices in Clayton, and one of 580 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office7701 Forsyth Blvd. 8th Floor, Clayton, MO 63105
Firm&partners
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$384,909
Advisors at the firm545
States licensed ?1 state
Services through &partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2025 – now&partnersCurrent firm
- Jun 2024 – Nov 2025Wells Fargo Clearing Services, LLCPreviously
- 2019 – 2024J.P. Morgan Securities LLCPreviously
Contact David
(615) 255-6431Firm headquarters in Nashville, TN. Ask for David. 7701 Forsyth Blvd. 8th FloorClayton, MO 63105Office · Get directions LinkedIn page&partners
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Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call &partners at (615) 255-6431 and ask for David Willis. David works from the Clayton, MO office.
How long has David been a financial advisor?
David has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does David hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
&partners reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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